Innovator Edp ETF - 6M JaJAJL ETF 13F holders, Q3 2024 (September 30) 44 holders +43
41 new positions
0 sold out
$26.68 avg. 13F price*
At the end of Q3 2024 , 44 institutions reported holding Innovator Edp ETF - 6M Ja (JAJL) in their 13F filings, up 43 from Q2 2024. 41 opened new positions and 0 sold out. The largest holders were Soltis Investment Advisors LLC ($18.3M), Envestnet Asset Management Inc. ($17.3M) and AE Wealth Management LLC ($10.6M).
Company Innovator Edp ETF - 6M Ja
CUSIP 45783Y244
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024 Institutions Total Value New Positions 41 $88.2M Exits 0 $0
All 13F filers, Q2 2024 → Q3 2024: 3,306,030 shares bought and 39,233 shares sold, net +3,266,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders Portfolio Manager % of Holder's Portfolio Change vs Q2 2024 Shares Value ▼ Soltis Investment Advisors LLC 1.79% New 687,404 $18.3M Envestnet Asset Management Inc. 0.01% New 648,092 $17.3M AE Wealth Management LLC 0.10% New 398,685 $10.6M Commonwealth Equity Services, LLC 0.01% New 340,869 $9.1M Rothschild Investment LLC 0.51% New 294,250 $7.9M HighTower Advisors, LLC 0.01% New 207,358 $5.5M Brookstone Capital Management 0.04% New 100,883 $2.7M Cetera Investment Advisers 0.00% New 81,398 $2.2M Centaurus Financial, Inc. 0.12% New 71,075 $1.9M NewEdge Advisors, LLC 0.01% New 63,100 $1.7M Money Concepts Capital Corp. 0.07% New 36,010 $961K C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% New 35,816 $956K World Investment Advisors 0.03% New 31,725 $846K Harbour Investments, Inc. 0.02% New 26,773 $714K Strategic Blueprint, LLC 0.04% New 24,477 $653K Trek Financial, LLC 0.05% New 23,016 $614K Kestra Advisory Services, LLC 0.00% New 22,661 $605K First Commonwealth Financial Corp 0.13% New 20,208 $539K Sequoia Financial Advisors, LLC 0.01% New 19,152 $511K Kingsview Wealth Management, LLC 0.01% New 17,550 $468K Signal Advisors Wealth, LLC 0.06% New 16,697 $445K Cambridge Investment Research Advisors, Inc. 0.00% New 16,128 $430K Atria Wealth Solutions, Inc. 0.00% New 15,098 $403K Visionary Wealth Advisors 0.02% New 11,574 $309K Applied Capital LLC 0.15% New 11,182 $298K Old Mission Capital LLC 0.01% Reduce -78.5% 10,767 $287K Dynamic Advisor Solutions LLC 0.01% New 10,726 $286K Merit Financial Group, LLC 0.01% New 10,125 $270K Gallagher Fiduciary Advisors, LLC 0.05% New 8,720 $233K Bright Futures Wealth Management, LLC. 0.10% New 7,984 $214K Horan Securities, Inc. 0.08% New 8,000 $213K Brass Tax Wealth Management, Inc. 0.04% New 7,859 $210K Core Wealth Advisors, Inc. 0.07% New 7,742 $207K Triumph Capital Management 0.07% New 7,588 $202K GeoWealth Management, LLC 0.01% New 6,871 $183K Osaic Holdings, Inc. 0.00% New 5,178 $138K Legacy Investment Solutions, LLC 0.03% — 1,913 $52K Legacy Wealth Managment, LLC 0.03% — 1,913 $52K Sunbelt Securities, Inc. 0.01% New 1,900 $51K Concourse Financial Group Securities, Inc. 0.00% New 764 $20K Steward Partners Investment Advisory, LLC 0.00% New 761 $20K Woodard & Co. Asset Management Group Inc. 0.00% New 500 $13K UBS Group AG 0.00% New 91 $2K Bank of America Corp. 0.00% New 40 $1K
"% of holder's portfolio" is JAJL's weight in each manager's 13F, not the share of Innovator Edp ETF - 6M Ja the manager owns.